WLIM
UNH icon

White Lighthouse Investment Management’s UnitedHealth UNH Stock Holding History

White Lighthouse Investment Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$701K Hold
1,686
– – 0.09% 93
2026
Q1 		$456K Sell
1,686
-130
-7% -$38.7K 0.06% 109
2025
Q4 		$600K Sell
1,816
-63
-3% -$21.4K 0.08% 94
2025
Q3 		$649K Sell
1,879
-10
-0.5% -$3.02K 0.1% 87
2025
Q2 		$589K Sell
1,889
-140
-7% -$53.5K 0.1% 89
2025
Q1 		$1.06M Sell
2,029
-489
-19% -$250K 0.19% 68
2024
Q4 		$1.27M Sell
2,518
-112
-4% -$63.6K 0.22% 62
2024
Q3 		$1.54M Hold
2,630
– – 0.28% 56
2024
Q2 		$1.34M Hold
2,630
– – 0.26% 58
2024
Q1 		$1.3M Sell
2,630
-10
-0.4% -$5.08K 0.26% 57
2023
Q4 		$1.39M Sell
2,640
-10
-0.4% -$5.33K 0.3% 52
2023
Q3 		$1.34M Buy
+2,650
New +$1.3M 0.32% 51
2022
Q3 		– Sell
-392
Closed -$201K – 110
2022
Q2 		$201K Buy
+392
New +$197K 0.06% 107
2020
Q4 		– Sell
-774
Closed -$241K – 118
2020
Q3 		$241K Sell
774
-55
-7% -$16.9K 0.08% 107
2020
Q2 		$245K Hold
829
– – 0.09% 106
2020
Q1 		$207K Sell
829
-25
-3% -$6.88K 0.09% 107
2019
Q4 		$251K Sell
854
-80
-9% -$20.9K 0.09% 119
2019
Q3 		$203K Sell
934
-95
-9% -$22.9K 0.08% 127
2019
Q2 		$251K Sell
1,029
-150
-13% -$36.1K 0.1% 114
2019
Q1 		$292K Sell
1,179
-127
-10% -$32.4K 0.13% 97
2018
Q4 		$325K Buy
1,306
+85
+7% +$22.5K 0.18% 90
2018
Q3 		$325K Sell
1,221
-100
-8% -$26K 0.17% 88
2018
Q2 		$324K Hold
1,321
– – 0.18% 89
2018
Q1 		$283K Sell
1,321
-15
-1% -$3.43K 0.16% 96
2017
Q4 		$295K Buy
+1,336
New +$283K 0.17% 95

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

White Lighthouse Investment Management's UNH Position: Q2 2026 in Review

White Lighthouse Investment Management held its UnitedHealth (UNH) position steady in Q2 2026 at 1,686 shares worth $701K. The position accounts for 0.09% of the portfolio, ranked #93.

White Lighthouse Investment Management first reported a position in UNH in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.54M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • White Lighthouse Investment Management held 1,686 shares of UnitedHealth worth $701K as of Q2 2026.
  • White Lighthouse Investment Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.09% of White Lighthouse Investment Management's portfolio in Q2 2026, its #93 holding.
  • White Lighthouse Investment Management first reported a position in UnitedHealth in Q4 2017 and has held it in 25 quarters since.
  • White Lighthouse Investment Management's UnitedHealth position peaked at $1.54M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.